NorthRock Partners joins with Triumph Wealth Management (adds Triumph team)

Wealth Enhancement to Acquire RWA Wealth Partners

October 2, 2026

Wealth Management

Wealth Enhancement agreed to acquire RWA Wealth Partners, a Boston-based wealth management firm with approximately $22.46 billion in client assets. The deal is expected to close in the fourth quarter of 2026 and will mark Summit Partners’ exit; RWA’s family office capabilities will strengthen Wealth Enhancement’s Reserve offering for ultra-high-net-worth families.

Wealth Enhancement Acquires WealthShield Partners and Madison Oaks Wealth Partners

July 14, 2026

Financial Services

Wealth Enhancement, a national independent wealth management firm, acquired the investment advisory business of Raleigh-area WealthShield Partners and its affiliated wealth management practice, Madison Oaks Wealth Partners. The two firms managed more than $993 million in client assets and joined Wealth Enhancement as the Emerald Team and Madison Oaks Team, respectively.

NorthRock Partners Adds Vantage Financial Partners

April 1, 2026

Financial Services

NorthRock Partners has acquired Vantage Financial Partners, adding approximately $950 million in assets under management and 19 team members (including seven advisors). The deal expands NorthRock’s Personal Office model across new Midwest locations, strengthening its bench of advisors providing coordinated, long-term financial advice.

NorthRock Partners Onboards Martin & Associates ($500M AUM)

January 29, 2026

Wealth Management

NorthRock Partners announced it has onboarded Illinois-based advisory firm Martin & Associates, a five-person team bringing approximately $500 million in assets under management, pushing NorthRock's AUM past $11 billion. The team, previously affiliated with Ameriprise Financial, will transition client relationships onto NorthRock’s Personal Office platform to deepen the firm’s presence in Illinois and expand its wealth management capabilities.

Integrated Partners Adds Morrison Nordmann Wealth Management

December 16, 2025

Wealth Management

Integrated Partners has added Morrison Nordmann Wealth Management, a Lansing/East Lansing, Michigan-based advisory firm bringing approximately $200 million in client assets onto its RIA platform. The move expands Integrated Partners' presence in Michigan and provides Morrison Nordmann access to the platform's planning, operational and advisor support resources to support growth and serve higher-net-worth clients.

NorthRock Partners Acquires Minkoff Wealth Partners

March 4, 2024

Wealth Management

NorthRock Partners has acquired San Francisco-based Minkoff Wealth Partners and opened its first California office. The deal brings a team of seven advisors and 11 staff and adds more than $700 million in AUM to NorthRock’s roughly $6 billion platform, extending its Personal Office integrated wealth-advice model into the Bay Area.